+37.0%
HPQ vs FISV
-57.6%
+94.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +5.4% | +3.0% | +7.4% |
| 7D | +9.8% | -2.7% | +12.4% | +10.3% |
| 30D | +22.4% | 0.0% | +22.3% | +22.3% |
| 3M | +45.2% | -2.8% | +47.9% | +45.6% |
| 6M | +96.4% | -11.8% | +108.3% | +99.9% |
| YTD | +65.4% | -23.2% | +88.6% | +71.7% |
| 1Y | +31.6% | -62.0% | +93.6% | +48.3% |
| 3Y | +37.0% | -57.6% | +94.6% | +30.8% |
| All | +37.0% | -57.6% | +94.7% | +30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded FISV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling